Retirement plan

HUDSON WATER SUPPLY CORPORATION - 401K PLAN

Name: HUDSON WATER SUPPLY CORPORATION - HUDSON WATER SUPPLY CORPORATION - 401K PLAN (2020) Form 5500
Creator: HUDSON WATER SUPPLY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUDSON WATER SUPPLY CORPORATION - 401K PLAN, HUDSON WATER SUPPLY CORPORATION

HUDSON WATER SUPPLY CORPORATIONEIN 75-1176119Plan #001PY 2020

3620 TED TROUT DRIVE - LUFKIN, TX 75901936-875-2146hudsonwatersupply.comLinkedIn1-10 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$251K

+36.5% from 2019

Total participants

0.0% from 2019

Average account balance

$50,197

+36.5% from 2019

Annual return

24.95%

-4.96 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$270K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$479

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$219 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.437%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,197

$111,301-54.9%

$112,977-55.6%

$158,966-68.4%

Participation rate

100.0%

83.5%+16.5pp

82.6%+17.4pp

82.0%+18.0pp

Annual return

24.95%

26.40%-1.4pp

24.24%+0.7pp

302.95%-278.0pp

Employer contribution / active EE

$1,622

$4,471-63.7%

$4,255-61.9%

$4,762-65.9%

Participant deferral / active EE

$2,640

$5,880-55.1%

$5,836-54.8%

$5,983-55.9%

Admin fee / account holder

$219

$8,392-97.4%

$6,294-96.5%

$11,250-98.0%

HUDSON WATER SUPPLY CORPORATION - 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUDSON WATER SUPPLY CORPORATION - 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion